Scott Advisory Group

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

550 Cochituate Rd Ste 25, Framingham, Ma...

Phone Number

(508) 861-7550

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Scott Advisory Group

Scott Advisory Group is a third-generation investment advisory firm co-founded by sisters Samantha and Jessica Scott, located in Framingham, MA, and serving clients nationwide. The firm specializes in financial and investment advice, emphasizing personal attention and education to empower clients towards financial freedom. They offer a range of financial planning and investment management options tailored to meet specific financial goals. Additionally, Scott Advisory Group aims to support women navigating the financial landscape, fostering a community through events and resources.Explore more
Scott Advisory Group's Social MediaPopular SearchesScott Advisory GroupPrinciple Finance & Coaching LLCSamantha Scott, Financial AdvisorThe Stock Sisterscom ScottAdvisoryGroupSIC Code 62,628NAICS Code 52,523Show more

Scott Advisory Group Org Chart

PhoneEmail
SP
United States flag for contact location.

Manager, Client Services & Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Scott Advisory Group

<$5M
11-50
Private
-
-
SP
Soosan PhilipManager, Client Services & Operations
$6.1M
1-10
Private
-
2006
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2021
SP
Stuart PynePortfolio Manager
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
<$5M
1-10
Private
-
2009
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Scott Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Scott Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Scott Advisory Group.

Scott Advisory Group Tech Stack

A closer look at the technologies used by Scott Advisory Group

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Frequently Asked Questions Regarding Scott Advisory Group

What is Scott Advisory Group's official website?
Scott Advisory Group's official website is www.scottadvisorygroup.com
What is Scott Advisory Group's Revenue?
Scott Advisory Group's revenue is <$5 Million
What is Scott Advisory Group's SIC code?
Scott Advisory Group's SIC: 62,628
What is Scott Advisory Group's NAICS code?
Scott Advisory Group's NAICS: 52,523
How many employees does Scott Advisory Group have?
Scott Advisory Group has 11-50 employees
What industry does Scott Advisory Group belong to?
Scott Advisory Group is in the industry of: Finance, Securities Trading
What is Scott Advisory Group competition?
Scott Advisory Group top competitors include: Alliance Wealth Advisors, The Holben Group, Trinity Wealth Management, Charleston Financial Advisors
What technology does Scott Advisory Group use?
Some of the popular technologies that Scott Advisory Group uses are: reCAPTCHA, Cloudflare Website Optimization, MailChimp, Eploy
How do I contact Scott Advisory Group?
Scott Advisory Group contact info: Phone number: (508) 861-7550 Website: www.scottadvisorygroup.com
What does Scott Advisory Group do?

Scott Advisory Group is a third-generation investment advisory firm co-founded by sisters Samantha and Jessica Scott, located in Framingham, MA, and serving clients nationwide. The firm specializes in financial and investment advice, emphasizing personal attention and education to empower clients towards financial freedom. They offer a range of fin... ancial planning and investment management options tailored to meet specific financial goals. Additionally, Scott Advisory Group aims to support women navigating the financial landscape, fostering a community through events and resources.Read More

What are Scott Advisory Group social media links?
Scott Advisory Group Facebook page
Is Scott Advisory Group a public company?
Scott Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Scott Advisory Group

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